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question everything

(49,107 posts)
4. I had, once and was lucky, I suppose, to call and immediately talked to an agent
Wed Jul 10, 2024, 12:57 AM
Jul 2024

It was in January when I was ready to withdraw the first RMD for the year (I do it in 12 installments).

I had no other option but to hit the OK and I was presented with a different form where the funds instead of being electronically transferred to my bank, they were in a Money Market fund (I think) with no options for tax withholding.

So I quickly called and managed to talk to a live person who understood my problem, cancelled the transaction and guided me to a different way.

Since then, when I am ready to sell there is a a note on the screen that for an RMD withdrawal one can select the “long form” - or something.

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